Jim joined the firm in 1987 from a major bank in Nashville, where he served as manager of the municipal trading, underwriting and public finance departments. He has more than 36 years of experience in the securities industry, including 24 years as a senior investment banker.
Jim has served as senior investment banker for municipal issues totaling more than $15 billion in par value. He has also served as investment banker for 71 healthcare issues totaling over $6 billion in par value, including issues for health systems, stand-alone hospitals, CCRCs and nursing homes. He was formerly the manager of the firm’s municipal trading and underwriting department, where he was responsible for the underwriting, syndication and pricing of both competitive and negotiated bond issues. Jim’s educational background includes a Bachelor of Science degree in Finance from Virginia Polytechnic Institute and State University.